Ian Bezek on X
@AurelionRsch There's 2x $MEXX and 2x $BRZU, but there hasn't been enough underlying volatility to cause them to blow up like semis or Korea.
Tuesday, July 28
Tuesday, July 28, 2026
Everything we published on this day.
17 stories — the front page that day →
Ian Bezek on X
@SowingAlphaSeed Of the US indexes, my personal holdings are now most correlated to $dia. Weird world.
Tim Eriksen on X
@dirtcheapstocks $BRK traded between $40 and $49 in Q4 1974. Book was $90 per share. https://t.co/rOzWLipg1U
Tim Eriksen on X
Excellent quarter for Skyline Bankshares $SLBK. GAAP EPS $0.89. Cash EPS of $0.91. Trades at 7x earnings. https://t.co/7d5KOoG3Og
Nat Stewart on X
@calleymeans @SecKennedy Looks like a tailwind for $UNFI
BDC on X
TOI says Medicare Advantage rate pressure is a growth tailwind, pushing health plans to seek its care-access and utilization-management services.
mavix on X
Shelly Group exercised its option to buy the remaining 24% of Slovenian IoT subsidiary Shelly Tech for €0.9 million.
JabroniCoin.USD on X
Timna Tanners: We see limited impact from the aluminum tariff tweak $CENX https://t.co/B4tCNvsy5Z
Raging Capital Ventures on X
Amkor at roughly $46 offers a 3 to 4 year setup built on scale, new capacity and advanced packaging demand, despite weak margins, ROIC and capital intensity.
Raging Capital Ventures on X
Despite my past skepticism, $GLW around its current $125 per share ($110 b cap) actually seems fairly compelling given the company’s scale, leading market position, and multi-year growth ramp.
Raging Capital Ventures on X
$AGYS does not see negative impact of AI on enterprise software companies, argues that they are "seeing the opposite effect." Also notes the cost/benefit analysis favors software subscriptions vs. investing in expensive AI development. https://t.co/W4qnsF26r4
Seer
Seer trades at $2.04 against $3.90 per share of net cash as activists press a board that rejected five buyout proposals and won reelection.
DoorDash: The Infrastructure of Local Commerce
DoorDash built a last-mile logistics network around restaurant delivery, then extended it to groceries, convenience, and other local…
DoorDash
DoorDash positions itself as infrastructure for local commerce.
Biorem Inc. ($BRM.V) FINS Review
Biorem reported 66% revenue growth and over 260% profit growth after trading at 11.3 times earnings and 5.9 times EV/EBITDA.
Google’s AI Return on Investment
Alphabet’s $132 billion AI capex produced an estimated 49% post-tax incremental ROIC once only in-service assets are counted, versus a…
Entravision: Another Whale Has Emerged
Entravision’s Q1 filings contain a new footnote disclosure pointing to a potential second large advertiser beyond its Hong Kong customer,…
